Financial Planner

Kovitz; Pittsburgh (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Planner to join their dynamic team in Pittsburgh. This role involves creating comprehensive financial plans for clients by collaborating with advisors and utilizing advanced financial planning software. The ideal candidate will possess a strong attention to detail, excellent communication skills, and a proactive approach to problem-solving. This position offers an opportunity to grow within the financial services sector while contributing to impactful client solutions. If you're passionate about finance and eager to make a difference, this is the perfect chance to advance your career.

Benefits

Medical insurance

Vision insurance

Paid maternity leave

401(k)

Paid paternity leave

Student loan assistance

Disability insurance

Tuition assistance

Qualifications

• Bachelor’s degree in Finance or related field required.
• 2 years of relevant experience in financial services is required.

Responsibilities

• Gather client financial statements and information for planning.
• Use financial planning software to create summary reports.
• Collaborate with advisors to finalize financial plans.

Skills

Microsoft Office Suite

Financial Planning Software (eMoney)

Analytical Skills

Communication Skills

Attention to Detail

Problem-Solving Skills

Initiative

Education

Bachelor’s degree in Finance

High School Diploma with 2 years of experience

Tools

eMoney

Job description

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This range is provided by Kovitz. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $90,000.00/yr

Position Summary

The Financial Planner based out of Pittsburgh will be responsible for creating financial plans for clients. The creation of financial plans includes gathering client documents, data entering information into the financial planning software, collaborating with advisors to establish the client’s goals and discuss comprehensive financial planning topics, utilizing the financial planning software to create and finalize plans, and delivering financial plans to the advisor team. This role is expected to continue to grow their financial planning acumen through on-the-job training and learning as well as self-directed learning.

Primary Responsibilities

• Collaborate with advisors and client relationship teams to gather financial statements and client information required to write a financial plan*
• Interpret client financial statements and advisor meeting notes to prepare client data
• Enter relevant client data into the financial planning software
• Use the financial planning software to create financial summary reports
• Meet with advisors to review summary reports and finalize the goals of financial plans
• Finalize financial plans in the planning software
• Collaborate with Financial Planning department teammates and the internal Compliance department to receive final approval on all financial planning documents prior to delivery to the advisory team
• Ensure accuracy of data and language within planning documents by utilizing internal checklists and templates when applicable
• Confirm current marketing materials, fund descriptions, and performance reports are being utilized in final planning documents

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field or
• High School Diploma or equivalent AND 2 years of relevant experience (Registered Investment Advisor or Broker/Dealer is preferred) in a financial services environment is required
• 2 years of relevant experience is required
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
• eMoney or similar financial planning software
• Have an internal drive to take initiative and find solutions
• High attention to detail and accuracy of data entry
• Command of written language with very few grammatical mistakes
• Strong verbal communication and a comfort level communicating with individuals at all levels of the organization
• Ability to manage multiple concurrent objectives, projects, or activities, making effective judgments as to prioritizing and time management
• Proven analytical and problem-solving skills
• Demonstrated ability to take direction, work collaboratively within a team structure and across functional departments
• Team player mindset with the ability to collaborate and coordinate with internal departments

Preferred Qualifications

• CERTIFIED FINANCIAL PLANNER (CFP) or a commitment to obtaining this designation within a specified time frame is strongly preferred
• Experience in a Wealth Planning environment is preferred

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

Paid maternity leave

401(k)

Paid paternity leave

Student loan assistance

Disability insurance

Tuition assistance

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